FDFF vs IYG

AFDFF

BIYG

Measures won0–5IYG wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IYG $15,429

Lowest cost0.35%SMH · $35 on $10k

Most income1.08%IYG · $108 on $10k

Smallest drop−15.9%IYG · worst fall in 1Y

Held in common19.4%FDFF and IYG

FDFF

IYG

Fidelity Disruptive Finance ETF · $44MiShares U.S. Financial Services ETF · $2.3B

+15.8%3 years · per year$15,517 · $19,780+25.5%

[…]5 years · per year[…] · $15,429+9.1%

0.50%Expense ratio$50 · $37 on $10k · lower wins0.37%

0.96%12-mo yield$96 · $108 on $10k1.08%

−18.1%Worst dropSmaller wins−15.9%

19.7%VolatilityLower wins16.3%

0–5IYG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · IYG

5.0%V10.0%

5.0%MA7.3%

6.6%BLK2.3%

5.3%COF1.7%

Held in common19.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIYG	iShares U.S. Financial Services ETFRead Desk	0.37%	1.08%	−0.4%	+4.1%	+8.9%	+25.5%	+9.1%	−15.9%	$2.3B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIYG	iShares U.S. Financial Services ETFRead Desk	0.37%	1.08%	−0.4%	+4.1%	+8.9%	+25.5%	+9.1%	−15.9%	$2.3B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDFF vs IYG

FDFF

Fidelity Disruptive Finance

[…]

IYG

iShares U.S. Financial Services

$15,429

MeasureFDFFIYG

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield0.96%1.08%

5 years, per year[…]+9.1%

3 years, per year+15.8%+25.5%

Worst drop · 1Y−18.1%−15.9%

Volatility · 1Y19.7%16.3%

5–0measures won
IYG first

19.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FDFF, IYG, SMH

Today

19.4%most shared, FDFF and IYG

FDFFIYGSMH

FDFF—19.4%0.0%

IYG19.4%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, IYG

IYG$108 − $37 = $71

FDFF$96 − $50 = $46

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee